Estate Planning Blog Articles

Recently we met with Priscilla and Brad, to help them create an estate plan for their family. You could describe them as a typical, middle class working family. Priscilla owns…

You’ve probably heard of a Trust, with regard to estate planning. But if you’re like most people, you also don’t know exactly how a Trust works, or what its function…

If you’re named as successor Trustee for someone, what happens next? What are you supposed to do? The role of a Trustee is essentially to manage the Trust. You will…

As an estate planning attorney, I’m often asked about the difference between a Will and a Trust. This is a good question, because we want you to choose the option…

For those who have served in our military during wartime, benefits are available through the US Department of Veterans Affairs. You (or your loved one) might need these benefits to…

Pet lovers making an estate plan often ask how they can provide for the future care of their pet. This is a natural question since a pet can be an…

When an individual is receiving government benefits due to a disability, that person might be in need of a special needs trust. When we say “benefits”, we mean things like…

As you establish a trust, you will proceed through a list of questions that help you to structure the trust appropriately. One of the most important of those questions will…

Most of us don’t like to think about it, but there might come a time in the future when we need to move into a nursing care facility. Knowing that…

Once you’ve established your trust, now you must go about the process of getting your property into the trust. This transfer must be conducted in a very specific way, or…